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Side-by-side financial comparison of Atlas Energy Solutions Inc. (AESI) and POWELL INDUSTRIES INC (POWL). Click either name above to swap in a different company.

POWELL INDUSTRIES INC is the larger business by last-quarter revenue ($251.2M vs $249.4M, roughly 1.0× Atlas Energy Solutions Inc.). POWELL INDUSTRIES INC runs the higher net margin — 16.5% vs -8.9%, a 25.4% gap on every dollar of revenue. On growth, POWELL INDUSTRIES INC posted the faster year-over-year revenue change (4.0% vs -8.1%). POWELL INDUSTRIES INC produced more free cash flow last quarter ($41.6M vs $-18.1M). Over the past eight quarters, Atlas Energy Solutions Inc.'s revenue compounded faster (13.8% CAGR vs -0.8%).

Atlas Copco Group is a Swedish multinational industrial company. It manufactures compressors, vacuum equipment, pumps, generators, assembly tools, quality assurance equipment and other products and systems for industrial applications and mobile power generation. The products are sold in around 180 countries.

Powell Industries, Inc. is a manufacturer of Integrated/Packaged Solutions and Electrical Equipment to monitor and control the distribution of electrical power in commercial and industrial markets founded in 1947. Its headquarters is in Houston, Texas.

AESI vs POWL — Head-to-Head

Bigger by revenue
POWL
POWL
1.0× larger
POWL
$251.2M
$249.4M
AESI
Growing faster (revenue YoY)
POWL
POWL
+12.1% gap
POWL
4.0%
-8.1%
AESI
Higher net margin
POWL
POWL
25.4% more per $
POWL
16.5%
-8.9%
AESI
More free cash flow
POWL
POWL
$59.7M more FCF
POWL
$41.6M
$-18.1M
AESI
Faster 2-yr revenue CAGR
AESI
AESI
Annualised
AESI
13.8%
-0.8%
POWL

Income Statement — Q4 FY2025 vs Q1 FY2026

Metric
AESI
AESI
POWL
POWL
Revenue
$249.4M
$251.2M
Net Profit
$-22.2M
$41.4M
Gross Margin
8.1%
28.4%
Operating Margin
-6.0%
17.0%
Net Margin
-8.9%
16.5%
Revenue YoY
-8.1%
4.0%
Net Profit YoY
-254.5%
19.1%
EPS (diluted)
$-0.19
$3.40

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
AESI
AESI
POWL
POWL
Q4 25
$249.4M
$251.2M
Q3 25
$259.6M
$298.0M
Q2 25
$288.7M
$286.3M
Q1 25
$297.6M
$278.6M
Q4 24
$271.3M
$241.4M
Q3 24
$304.4M
$275.1M
Q2 24
$287.5M
$288.2M
Q1 24
$192.7M
$255.1M
Net Profit
AESI
AESI
POWL
POWL
Q4 25
$-22.2M
$41.4M
Q3 25
$-23.7M
$51.4M
Q2 25
$-5.6M
$48.2M
Q1 25
$1.2M
$46.3M
Q4 24
$14.4M
$34.8M
Q3 24
$3.9M
$46.1M
Q2 24
$14.8M
$46.2M
Q1 24
$26.8M
$33.5M
Gross Margin
AESI
AESI
POWL
POWL
Q4 25
8.1%
28.4%
Q3 25
9.2%
31.4%
Q2 25
18.1%
30.7%
Q1 25
18.3%
29.9%
Q4 24
18.4%
24.7%
Q3 24
17.4%
29.2%
Q2 24
21.0%
28.4%
Q1 24
35.7%
24.6%
Operating Margin
AESI
AESI
POWL
POWL
Q4 25
-6.0%
17.0%
Q3 25
-7.1%
21.2%
Q2 25
2.5%
21.0%
Q1 25
5.2%
21.1%
Q4 24
11.3%
14.7%
Q3 24
5.0%
20.4%
Q2 24
9.8%
19.9%
Q1 24
20.6%
15.5%
Net Margin
AESI
AESI
POWL
POWL
Q4 25
-8.9%
16.5%
Q3 25
-9.1%
17.3%
Q2 25
-1.9%
16.8%
Q1 25
0.4%
16.6%
Q4 24
5.3%
14.4%
Q3 24
1.3%
16.7%
Q2 24
5.2%
16.0%
Q1 24
13.9%
13.1%
EPS (diluted)
AESI
AESI
POWL
POWL
Q4 25
$-0.19
$3.40
Q3 25
$-0.19
$4.23
Q2 25
$-0.04
$3.96
Q1 25
$0.01
$3.81
Q4 24
$0.12
$2.86
Q3 24
$0.04
$3.77
Q2 24
$0.13
$3.79
Q1 24
$0.26
$2.75

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
AESI
AESI
POWL
POWL
Cash + ST InvestmentsLiquidity on hand
$500.8M
Total DebtLower is stronger
$604.2M
Stockholders' EquityBook value
$1.2B
$668.9M
Total Assets
$2.2B
$1.1B
Debt / EquityLower = less leverage
0.50×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AESI
AESI
POWL
POWL
Q4 25
$500.8M
Q3 25
$475.5M
Q2 25
$433.0M
Q1 25
$389.3M
Q4 24
$373.4M
Q3 24
$358.4M
Q2 24
$374.0M
Q1 24
$365.3M
Total Debt
AESI
AESI
POWL
POWL
Q4 25
$604.2M
Q3 25
$529.1M
Q2 25
$533.8M
Q1 25
$538.5M
Q4 24
$0
Q3 24
$180.0M
Q2 24
$180.0M
Q1 24
$180.0M
Stockholders' Equity
AESI
AESI
POWL
POWL
Q4 25
$1.2B
$668.9M
Q3 25
$1.2B
$640.8M
Q2 25
$1.3B
$594.9M
Q1 25
$1.3B
$541.4M
Q4 24
$1.0B
$496.3M
Q3 24
$1.0B
$483.1M
Q2 24
$1.1B
$436.7M
Q1 24
$1.1B
$393.8M
Total Assets
AESI
AESI
POWL
POWL
Q4 25
$2.2B
$1.1B
Q3 25
$2.2B
$1.1B
Q2 25
$2.2B
$1.0B
Q1 25
$2.3B
$965.4M
Q4 24
$2.0B
$912.7M
Q3 24
$2.0B
$928.2M
Q2 24
$2.0B
$869.0M
Q1 24
$1.9B
$849.6M
Debt / Equity
AESI
AESI
POWL
POWL
Q4 25
0.50×
Q3 25
0.43×
Q2 25
0.42×
Q1 25
0.41×
Q4 24
0.00×
Q3 24
0.17×
Q2 24
0.17×
Q1 24
0.17×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
AESI
AESI
POWL
POWL
Operating Cash FlowLast quarter
$3.7M
$43.6M
Free Cash FlowOCF − Capex
$-18.1M
$41.6M
FCF MarginFCF / Revenue
-7.3%
16.6%
Capex IntensityCapex / Revenue
8.7%
0.8%
Cash ConversionOCF / Net Profit
1.05×
TTM Free Cash FlowTrailing 4 quarters
$-30.9M
$161.5M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
AESI
AESI
POWL
POWL
Q4 25
$3.7M
$43.6M
Q3 25
$32.4M
$61.1M
Q2 25
$88.6M
$47.4M
Q1 25
$-7.5M
$22.4M
Q4 24
$70.9M
$37.1M
Q3 24
$85.2M
$-6.0M
Q2 24
$60.9M
$13.8M
Q1 24
$39.6M
$17.0M
Free Cash Flow
AESI
AESI
POWL
POWL
Q4 25
$-18.1M
$41.6M
Q3 25
$-1.4M
$59.3M
Q2 25
$48.4M
$42.3M
Q1 25
$-59.8M
$18.3M
Q4 24
$-5.6M
$34.9M
Q3 24
$-1.1M
$-14.4M
Q2 24
$-54.9M
$12.4M
Q1 24
$-55.9M
$16.1M
FCF Margin
AESI
AESI
POWL
POWL
Q4 25
-7.3%
16.6%
Q3 25
-0.5%
19.9%
Q2 25
16.8%
14.8%
Q1 25
-20.1%
6.6%
Q4 24
-2.1%
14.4%
Q3 24
-0.4%
-5.3%
Q2 24
-19.1%
4.3%
Q1 24
-29.0%
6.3%
Capex Intensity
AESI
AESI
POWL
POWL
Q4 25
8.7%
0.8%
Q3 25
13.0%
0.6%
Q2 25
13.9%
1.8%
Q1 25
17.6%
1.5%
Q4 24
28.2%
0.9%
Q3 24
28.3%
3.1%
Q2 24
40.3%
0.5%
Q1 24
49.6%
0.4%
Cash Conversion
AESI
AESI
POWL
POWL
Q4 25
1.05×
Q3 25
1.19×
Q2 25
0.98×
Q1 25
-6.11×
0.48×
Q4 24
4.92×
1.07×
Q3 24
21.74×
-0.13×
Q2 24
4.10×
0.30×
Q1 24
1.48×
0.51×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

AESI
AESI

Services$126.2M51%
Products$105.2M42%
Moser Acquisition$18.1M7%

POWL
POWL

Oil And Gas Service$97.9M39%
Electricity$69.3M28%
Commercial And Other Industrial$40.6M16%
Petrochemical$22.8M9%
Other Customers$12.0M5%
Light Rail Traction Power Customer$8.6M3%

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